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2024/02/02 / Erste Group Research

Berichtssaison USA: Positiver Zwischenstand


Der globale Aktienmarktindex legte in der letzten Woche in EUR um +0,5% zu. Der S&P 500 und der Nikkei 225 befestigten sich in EUR um jeweils +0,3%. Der Stoxx 600 notierte um +1,1% höher. Der globale Emerging Market Index gab in EUR um -0,6% nach.

Aktien Global: In der aktuellen Berichtssaison haben bereits 208 Unternehmen des S&P 500 über den Verlauf ihrer Geschäfte im 4Q berichtet. 80,3% der Unternehmen haben Gewinne berichtet, die über den Erwartungen lagen. Den größten Anteil an positiven Gewinnüberraschungen gab es bei den Sektoren nicht zyklischer Konsum, Energie, Technologie, Industrie, Rohstoffe und Gesundheit.

Ausblick: Die Berichtsaison geht in der nächsten Woche mit der Veröffentlichung der Ergebnisse zahlreicher Unternehmen des Gesundheitssektors weiter. Ebenso berichten Linde, Toyota Motors, McDonald’s und L’Oreal über ihre Geschäftsergebnisse. Wir erwarten, dass der globale Aktienmarktindex in der nächsten Woche leicht ansteigen wird.

Aktien Österreich: Der ATX stieg diese Woche auf knapp über 3.450 Index-Punkte. Für stärkere Kursausschläge sorgten erste Zahlenvorlagen. Die OMV legte 6% zu nach dem zweitbesten Ergebnis der Geschichte und einer zum Vorjahr stabilen Dividende von EUR 5,05/Aktie. AT&S rutschte hingegen ab, nachdem die schwache Substrate-Nachfrage noch die 1. Jahreshälfte 2024 anhalten soll. Charttechnisch gilt es in nächster Zeit zwei wichtige Marken zu überwinden – die psychologisch wichtige 3.500-Punkte-Marke sowie die 3.560 Punkte - den Höchststand des letzten Jahres.

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General information

AuthorErste Group Research
Date2024/02/02
Languagede
Product nameEquity Weekly
Topic in focusEquities
Economy in focusAustria
Currency in focusEuro
Sector in focusBanks, Oil & Gas, Real Estate, Technology
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